Wealth Management in Shawnee, KS

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List of Firms

Shawnee, KS Wealth Management Firms

Edward Jones - Financial Advisor: Kevin E Makalous, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7070 Renner Rd Ste 203, Shawnee, KS 66217, USA
Phone (913) 631-0012
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Duayne J Madl
Location 6011 Nieman Rd #2, Shawnee, KS 66203, USA
Phone (913) 871-0938
Directions
SEC File# 801-55499
CRD# 112773
Location 6330 Lamar Ave # 200, Overland Park, KS 66202, USA
Phone (913) 248-8500
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 17208 Midland Dr, Shawnee, KS 66217, USA
Phone (913) 962-9904
Directions
Hamilton Wealth Management Group - UBS Financial Services Inc.
Location One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, USA
Phone (913) 345-3216
Directions
Edward Jones - Financial Advisor: Tim Deves
5 out of 5
Location 6339 Long Ave Suite B, Shawnee, KS 66216, USA
Phone (913) 631-1316
Directions
Teal Financial Services
Location 4330 Shawnee Mission Pkwy, Fairway, KS 66205, USA
Phone (913) 400-3249
Directions
Forster Wealth Management, LLC
Location 10955 Lowell Ave Ste 900, Overland Park, KS 66210, USA
Phone (913) 451-4501
Directions
SEC File# 801-79647
CRD# 113761
Location 10955 Lowell Ave # 410, Overland Park, KS 66210, USA
Phone (913) 381-7411
Directions
Professional Financial Concepts
Location 6361 Warwick St, Shawnee, KS 66218, USA
Phone (913) 268-4495
Directions
SEC File# 801-123208
CRD# 317580
5 out of 5
Location 7900 College Blvd Suite 118, Overland Park, KS 66210, USA
Phone (913) 232-2900
Directions
BridgeQuest Wealth Strategies
Location 11900 W 87th St #130, Lenexa, KS 66215, USA
Phone (913) 276-7110
Directions
Strategic Wealth Partners - Northwestern Mutual
Location 2000 Shawnee Mission Pkwy Ste 115, Mission Woods, KS 66205, USA
Phone (816) 412-1537
Directions
nVision Wealth
Location 8700 Indian Creek Pkwy 100 Building 3, Overland Park, KS 66210, USA
Phone (913) 956-4000
Directions
Wealth Management in Shawnee, KS

Where Wealth Management Advisors in Shawnee, KS Serve

Shawnee, KS is a bustling city located in Johnson County, known for its rich history and diverse community. The city is home to several landmarks, including the Shawnee Town 1929 Museum, which showcases the town's history during the Great Depression era, and the Shawnee Indian Mission, a former boarding school for Native American children. As for top employers, Shawnee boasts a thriving business community, with major employers such as Bayer, FedEx, and Quest Diagnostics. The city is also home to several healthcare facilities, including AdventHealth Shawnee Mission and St. Joseph Medical Center. When it comes to transportation, Shawnee is conveniently located near several major highways, including I-435 and I-35, making it easy to get around the Kansas City metropolitan area. Major streets in Shawnee include Shawnee Mission Parkway, Johnson Drive, and Nieman Road. Shawnee is comprised of several unique neighborhoods, each with its own distinct charm and character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Shawnee, KS could be helped by a bank in various ways. Firstly, a bank can provide financing options for those who want to invest in the local economy. With Shawnee being a growing city, there are many opportunities for individuals to start businesses or purchase property. Secondly, a bank can offer financial education and resources to help residents manage their money effectively. This is especially important in Shawnee, where the cost of living is higher than the national average. Additionally, a bank can provide loans and credit options for those who need to make large purchases, such as a new home or car. Finally, a bank can offer convenient online and mobile banking services to help residents manage their finances on-the-go. With Shawnee being a commuter city, these services can be incredibly helpful for busy individuals who may not have time to visit a physical bank branch.

Insurance Broker

Residents of Shawnee, KS can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complex insurance market and find the best policies that suit their unique needs and budget. With Shawnee, KS being a growing city, residents may require different types of insurance coverage to protect their homes, businesses, and personal property. An insurance broker can help them understand the different policies available and make informed decisions. Additionally, an insurance broker can assist residents in filing claims and negotiating with insurance companies, which can be a daunting task. With the help of an insurance broker, residents of Shawnee, KS can have peace of mind knowing that they are adequately protected in case of unforeseen events.

Retirement Planning

Residents of Shawnee, KS can greatly benefit from the expertise of a retirement planner. With the city's growing population of retirees, a retirement planner can help individuals navigate the complex world of retirement planning. Specifically, a retirement planner can assist Shawnee residents in creating a comprehensive retirement plan that takes into account their unique financial situation and goals. This may include developing a budget, maximizing social security benefits, managing investments, and creating a plan for long-term care. Additionally, a retirement planner can provide guidance on tax-efficient strategies and estate planning. With the help of a retirement planner, Shawnee residents can feel confident in their retirement plan and enjoy their golden years stress-free.

Financial Advisor

Residents of Shawnee, KS could greatly benefit from the expertise of a financial advisor. With the city's median household income of $85,000 and a cost of living index of 97.7 (lower than the national average), a financial advisor could assist residents in creating a budget that maximizes their income and minimizes expenses. Additionally, with the city's proximity to Kansas City and its thriving job market, a financial advisor could provide guidance on investment opportunities and retirement planning. Furthermore, with Shawnee's diverse population, a financial advisor could offer specialized advice on managing finances for small business owners, immigrants, and non-native English speakers. Overall, a financial advisor could help Shawnee residents navigate the complexities of personal finance and achieve their financial goals.

Mortgage Loan Officer

Residents of Shawnee, KS would greatly benefit from the expertise of a mortgage loan officer. With the city's median home value of $262,000, many residents may require assistance in securing a mortgage loan. A loan officer can guide them through the complex process of finding the right loan, navigating the application process, and securing the best interest rates. Additionally, Shawnee's diverse population, which includes a significant number of first-time homebuyers and retirees, can benefit from a loan officer's tailored advice and assistance. With their extensive knowledge of the local real estate market and lending options, a mortgage loan officer can help Shawnee residents achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Shawnee, KS can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can assist residents in navigating the complex tax laws and regulations unique to the state of Kansas. Additionally, a tax advisor can help Shawnee residents take advantage of tax credits and deductions specific to their city, such as the Shawnee Economic Development Council's tax abatement program for businesses. Furthermore, a tax advisor can provide guidance on estate planning and wealth management, which is particularly important for Shawnee residents due to the city's high median household income and affluent population. Overall, the knowledge and experience of a tax advisor can help Shawnee residents maximize their tax savings and financial stability.

Estate Planning Lawyer

Residents of Shawnee, KS can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can help residents of Shawnee, KS to create a comprehensive plan for their assets and property in the event of their death. This plan can include a will, trusts, and other legal documents that ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Shawnee, KS to minimize their tax liabilities and avoid probate court, which can be a time-consuming and costly process. Furthermore, an estate planning lawyer can assist residents of Shawnee, KS with setting up healthcare directives and powers of attorney, which can help ensure that their medical wishes are followed in the event that they become incapacitated. In a city like Shawnee, KS with a growing population and diverse demographics, it's essential to have an estate planning lawyer who can help residents navigate the complexities of estate planning and ensure their assets are protected.

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